BRK.B icon

Berkshire Hathaway Class B
BRK.B

Overview Fund Activity

1,642 hedge funds and large institutions have $120B invested in Berkshire Hathaway Class B in 2014 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 563 increasing their positions, 608 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,642
Holders Change
+125
Holders Change %
+8.24%
% of All Funds
43.82%
Holding in Top 10
324
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+20.45%
% of All Funds
8.65%
New
182
Increased
563
Reduced
608
Closed
38
Calls
$1.39B
Puts
$1.49B
Net Calls
-$98.5M
Net Calls Change
+$138M

Top Buyers

1
State Street
State Street
Massachusetts
+$658M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$472M
3
BFA
BlackRock Fund Advisors
California
+$288M
4
Credit Agricole
Credit Agricole
France
+$233M
5
Ameriprise
Ameriprise
Minnesota
+$180M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$751M
2
SAM
Southeastern Asset Management
Tennessee
-$628M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$526M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$280M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$276M
Name Holding Trade Value Shares
Change 		Shares
Change %
RR
1076
Robotti Robert
$1.12M – – –
NIMI
1077
Natixis Investment Managers International
France
$1.12M +$1.12M +7,428 New
ACM
1078
Azimuth Capital Management
Michigan
$1.11M -$361K -2,403 -25%
FIMG
1079
Financial & Investment Management Group
Michigan
$1.1M -$12K -80 -1%
EA
1080
Emerald Advisers
Pennsylvania
$1.1M -$112K -743 -9%
WG
1081
Winton Group
United Kingdom
$1.09M -$61.3M -408,554 -98%
FTI
1082
Fiduciary Trust International
Massachusetts
$1.09M +$109K +724 +11%
AMM
1083
American Money Management
California
$1.09M -$330K -2,200 -23%
SIC
1084
Sigma Investment Counselors
Michigan
$1.09M – – –
IAS
1085
IMA Advisory Services
Colorado
$1.08M – – –
JFA
1086
JNBA Financial Advisors
Minnesota
$1.08M +$285K +1,897 +36%
CCA
1087
Cobblestone Capital Advisors
New York
$1.07M -$18K -120 -2%
NCIM
1088
New Century Investment Management
Michigan
$1.07M -$9.01K -60 -0.8%
FWM
1089
Focused Wealth Management
New York
$1.06M -$75.1K -500 -7%
MFS
1090
Madrona Financial Services
Washington
$1.06M +$1.06M +7,050 New
DS
1091
Dalal Street
Texas
$1.06M – – –
MWP
1092
MYCIO Wealth Partners
Pennsylvania
$1.05M +$112K +745 +12%
DD
1093
Dominick & Dominick
New York
$1.04M -$22.5K -150 -2%
MCM
1094
MAI Capital Management
Ohio
$1.04M -$20K -133 -2%
RT
1095
Rockland Trust
Massachusetts
$1.04M +$462K +3,077 +80%
GI
1096
Glovista Investments
New Jersey
$1.04M – – –
BAM
1097
Brave Asset Management
New Jersey
$1.03M – – –
CCG
1098
Cypress Capital Group
Florida
$1.02M -$33.8K -225 -3%
FCH
1099
Freestone Capital Holdings
Washington
$1.02M -$90.6K -603 -8%
GP
1100
Girard Partners
Pennsylvania
$1.01M -$75K -500 -7%
42 43
44
45 46